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Wealth Management Services

We provide a complete suite of services for individuals, families, and businesses, with a focus on financial planning and investment strategies with tax expertise.

 

Investment Planning

We help you discover your investment risk tolerance and develop customized solutions that fit your needs and help you address your financial goals. Learn More

 

My Wealth Plan™

Bringing Clarity, Comprehensive Planning, and Confidence to your financial life. Learn more

 

Protection Planning & Risk Management

We help you identify your insurance needs, so that you know both you and your family will be taken care of regardless of life’s unexpected events. Learn more

 

Estate Planning & Wealth Transfer

Parsons Wealth Management can help you with your estate planning needs and formalize your wishes. Learn more

 

Tax Planning

Since the 1960s, our firm has been advising our clients regarding ways to reduce their taxes and comply with IRS regulations. Please visit ParsonsAccounting.com for more details